-22.4%
CHDN vs VOO
+81.6%
-104.0%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.5% | -1.5% | -1.5% |
| 7D | -5.7% | -0.4% | -5.3% | -5.3% |
| 30D | -2.6% | -1.4% | -1.2% | -1.3% |
| 3M | -5.3% | +3.7% | -9.0% | -8.8% |
| 6M | -1.1% | +13.0% | -14.2% | -12.8% |
| YTD | -26.1% | +12.4% | -38.5% | -34.5% |
| 1Y | -13.5% | +18.6% | -32.1% | -27.6% |
| 3Y | -28.4% | +78.1% | -106.4% | -62.1% |
| 5Y | -22.4% | +82.3% | -104.7% | -59.6% |
| All | -22.4% | +81.6% | -104.0% | -59.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded VOO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling